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iShares S&P 500 Growth ETF

344 hedge funds and large institutions have $5.8B invested in iShares S&P 500 Growth ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 123 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

30% more call options, than puts

Call options by funds: $869K | Put options by funds: $669K

16.12% more ownership

Funds ownership: 219.32%235.44% (+16%)

14% more capital invested

Capital invested by funds: $5.08B → $5.8B (+$711M)

10% more funds holding in top 10

Funds holding in top 10: 4044 (+4)

7% more funds holding

Funds holding: 323344 (+21)

2% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 123

Holders
344
Holders Change
+21
Holders Change %
+6.5%
% of All Funds
9.94%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
1.27%
New
37
Increased
125
Reduced
123
Closed
15
Calls
$869K
Puts
$669K
Net Calls
+$200K
Net Calls Change
+$249K
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
101
Bank of Hawaii
Hawaii
$4.73M +$55.6K +2,252 +1%
CS
102
Comerica Securities
Michigan
$4.66M -$43.8K -1,772 -0.9%
CMP
103
Courage Miller Partners
Virginia
$4.55M +$322K +13,052 +8%
Deutsche Bank
104
Deutsche Bank
Germany
$4.48M -$2M -80,928 -31%
HighTower Advisors
105
HighTower Advisors
Illinois
$4.33M +$386K +15,608 +10%
AIM
106
Acropolis Investment Management
Missouri
$4.3M -$159K -6,424 -4%
BB
107
Busey Bank
Illinois
$4.19M -$19.8K -800 -0.5%
PAG
108
Private Advisor Group
New Jersey
$4.06M +$1.05M +42,464 +35%
HC
109
HHG & Company
Connecticut
$3.75M
CWM
110
Cranbrook Wealth Management
Michigan
$3.68M +$19.7K +796 +0.5%
BIM
111
BlackRock Investment Management
Delaware
$3.63M +$71.9K +2,912 +2%
IH
112
IFC Holdings
Florida
$3.56M +$450K +18,212 +14%
SAM
113
Securian Asset Management
Minnesota
$3.49M +$573K +23,200 +20%
JRP
114
Jasper Ridge Partners
California
$3.46M
VFS
115
VSR Financial Services
Kansas
$3.38M -$738K -29,888 -18%
ST
116
Smithfield Trust
Pennsylvania
$3.21M -$1.67M -67,448 -34%
PP
117
Palladium Partners
Virginia
$3.1M +$9.88K +400 +0.3%
HJA
118
Hugh Johnson Advisors
New York
$3.09M +$78.5K +3,176 +3%
WP
119
WMS Partners
Maryland
$3.08M -$10.4K -420 -0.3%
FWM
120
Focused Wealth Management
New York
$3.08M -$176K -7,144 -5%
Invesco
121
Invesco
Georgia
$3.06M -$641K -25,932 -17%
SAM
122
Sequent Asset Management
Texas
$2.94M
PMG
123
ProVise Management Group
Florida
$2.9M +$583K +23,612 +25%
AA
124
Alesco Advisors
New York
$2.87M +$79.1K +3,200 +3%
FAAS
125
First Allied Advisory Services
California
$2.83M -$456K -18,440 -14%

IVW Hedge Fund Activity: Q1 2014 in Review

344 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares S&P 500 Growth ETF (IVW) for Q1 2014, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IVW positions and 15 closed out — a net gain of 22 holders — while 125 added to existing stakes and 123 trimmed.

The largest buyer was LPL Financial, adding an estimated $86.9M. The largest seller was Clark Capital Management Group, cutting an estimated $12.5M.

  • 344 institutional investors held iShares S&P 500 Growth ETF (IVW) as of Q1 2014, up from 323 in Q4 2013.
  • Funds reported $5.8B of iShares S&P 500 Growth ETF stock for Q1 2014, up 14% quarter-over-quarter.
  • 37 funds opened new iShares S&P 500 Growth ETF positions in Q1 2014 and 15 closed out, a net change of +22 holders.
  • The largest iShares S&P 500 Growth ETF buyer in Q1 2014 was LPL Financial, an estimated $86.9M added.
  • The largest iShares S&P 500 Growth ETF seller in Q1 2014 was Clark Capital Management Group, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2014.